Do you want to know what you can do to automate and track your transactions? This blog will help you understand how to connect your American Express account with QuickBooks Online. You can benefit from so many advantages if you connect your American Express with the QBO software. If you link your financial institution with QB, you can easily sync, import, and export significant documents and track transactions. You must connect American Express with QB Online, and to help you with the procedure, we bring you this blog as your easy-to-follow manual.
If you are short on time and want precise verbal guidance on how to connect your bank with the QB software, you can +1(800) 780-3064. The QuickBooks professional will answer the call and give you the best tricks and tips.
Why Should You Connect American Express with QB Online?
Connecting your bank to your accounting software lets you select specific options quickly and automatically. Other benefits are:
- You can track your transactions easily. When the bank and QB are connected, the incoming and outgoing company expenses and income become easily accessible.
- You can keep your receipts organized and run reports.
- You can download your latest transactions when QB and AMEX are connected.
- Another feature is that you can find, edit, and customize your transactions.
- With the AMEX and QB connected, you can save a lot of time by avoiding manual and data entry work.
- The connection will enhance productivity and accuracy in your financial work.
Stepwise Guide to Connect Your Bank Account with QuickBooks
Follow the steps given below to connect your AMEX account with QuickBooks Online account:
- Navigate to Transactions.
- Now, choose Bank transactions.
- If you are connecting for the first time, select Connect Account. If you have already created one in the past, select Link account.
- Search for American Express(Australia).
- Then, hit Continue.
- Sign in with your AMEX credentials in the pop-up window. You will receive a set of instructions in case AMEX needs extra security steps. You can create an account if you do not have any.
- Choose the account that you want to connect with the QB.
- Now, for each account, click the dropdown button and select the account type.
- Select the date range for downloading and hit Connect.
How to Resolve Any Issues During the Connection Process
If QuickBooks American Express not syncing errors, you can check the stability of your internet connection. If the problem still exists, perform these steps as given below:
- Navigate to the Banking option from the left side menu.
- Now, when the Banking page is open, select Update.
- Input your MFA details, i.e., Multi-Factor Authentication details.
- Then, hit the Continue update option.
The blog discusses the benefits of connecting the bank account with that of your accounting software account, e.g., American Express with QuickBooks Online. Then, you get a manual that guides you through the process using the most accurate steps. There is also a resolution given you can resort to if any issue occurs when connecting. Call +1(800) 780-3064 and consult with a QuickBooks expert if you have further queries.
